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Greenwich Wealth Management’s JPMorgan Chase JPM Stock Holding History

Greenwich Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.88M Buy
13,184
+252
+2% +$76.5K 0.16% 76
2025
Q4 		$4.17M Buy
12,932
+219
+2% +$67.8K 0.19% 72
2025
Q3 		$4.01M Buy
12,713
+51
+0.4% +$15.2K 0.2% 65
2025
Q2 		$3.67M Buy
12,662
+7
+0.1% +$1.79K 0.18% 56
2025
Q1 		$3.1M Sell
12,655
-928
-7% -$237K 0.23% 56
2024
Q4 		$3.26M Buy
13,583
+812
+6% +$189K 0.23% 53
2024
Q3 		$2.69M Buy
12,771
+61
+0.5% +$12.8K 0.18% 67
2024
Q2 		$2.57M Sell
12,710
-301
-2% -$58.8K 0.19% 63
2024
Q1 		$2.61M Buy
13,011
+686
+6% +$124K 0.21% 64
2023
Q4 		$2.1M Sell
12,325
-322
-3% -$48.8K 0.21% 69
2023
Q3 		$1.83M Buy
12,647
+143
+1% +$21.4K 0.19% 72
2023
Q2 		$1.82M Sell
12,504
-154
-1% -$21.2K 0.19% 75
2023
Q1 		$1.65M Buy
12,658
+164
+1% +$22.5K 0.18% 80
2022
Q4 		$1.68M Buy
12,494
+428
+4% +$54.2K 0.18% 79
2022
Q3 		$1.26M Buy
12,066
+10
+0.1% +$1.15K 0.13% 96
2022
Q2 		$1.36M Sell
12,056
-677
-5% -$83.9K 0.18% 89
2022
Q1 		$1.74M Sell
12,733
-469
-4% -$69.2K 0.18% 84
2021
Q4 		$2.09M Buy
13,202
+174
+1% +$28.6K 0.17% 70
2021
Q3 		$2.13M Buy
13,028
+2,717
+26% +$426K 0.18% 71
2021
Q2 		$1.6M Sell
10,311
-64
-0.6% -$10.1K 0.14% 79
2021
Q1 		$1.58M Sell
10,375
-805
-7% -$116K 0.13% 79
2020
Q4 		$1.42M Sell
11,180
-20
-0.2% -$2.23K 0.12% 79
2020
Q3 		$1.08M Buy
11,200
+6
+0.1% +$589 0.19% 82
2020
Q2 		$1.05M Sell
11,194
-617
-5% -$58.5K 0.2% 84
2020
Q1 		$1.06M Buy
11,811
+889
+8% +$108K 0.23% 70
2019
Q4 		$1.52M Sell
10,922
-115
-1% -$14.7K 0.31% 68
2019
Q3 		$1.3M Sell
11,037
-457
-4% -$51.7K 0.25% 73
2019
Q2 		$1.28M Buy
11,494
+153
+1% +$16.9K 0.22% 71
2019
Q1 		$1.15M Sell
11,341
-351
-3% -$36.2K 0.2% 78
2018
Q4 		$1.14M Buy
11,692
+39
+0.3% +$4.16K 0.23% 74
2018
Q3 		$1.31M Buy
11,653
+102
+0.9% +$11.6K 0.23% 71
2018
Q2 		$1.2M Sell
11,551
-170
-1% -$18.6K 0.21% 73
2018
Q1 		$1.29M Sell
11,721
-66
-0.6% -$7.47K 0.2% 69
2017
Q4 		$1.26M Sell
11,787
-78
-0.7% -$7.9K 0.21% 69
2017
Q3 		$1.13M Sell
11,865
-544
-4% -$50.2K 0.19% 70
2017
Q2 		$1.13M Sell
12,409
-290
-2% -$25K 0.19% 75
2017
Q1 		$1.11M Buy
12,699
+1,053
+9% +$92.9K 0.15% 76
2016
Q4 		$1M Buy
11,646
+439
+4% +$33.5K 0.13% 86
2016
Q3 		$746K Sell
11,207
-1,885
-14% -$123K 0.13% 102
2016
Q2 		$814K Buy
13,092
+435
+3% +$27.2K 0.2% 96
2016
Q1 		$750K Sell
12,657
-385
-3% -$22.5K 0.19% 98
2015
Q4 		$861K Sell
13,042
-337
-3% -$21.9K 0.21% 85
2015
Q3 		$816K Sell
13,379
-18,279
-58% -$1.2M 0.2% 104
2015
Q2 		$2.15M Sell
31,658
-34
-0.1% -$2.22K 0.27% 84
2015
Q1 		$1.92M Sell
31,692
-8
-0% -$474 0.22% 87
2014
Q4 		$1.98M Sell
31,700
-78
-0.2% -$4.69K 0.13% 93
2014
Q3 		$1.91M Sell
31,778
-176
-0.6% -$10.3K 0.13% 93
2014
Q2 		$1.84M Sell
31,954
-135
-0.4% -$7.59K 0.12% 96
2014
Q1 		$1.95M Sell
32,089
-1,627
-5% -$94K 0.14% 93
2013
Q4 		$1.97M Sell
33,716
-360
-1% -$19.7K 0.2% 91
2013
Q3 		$1.76M Buy
34,076
+140
+0.4% +$7.51K 0.13% 90
2013
Q2 		$1.79M Buy
+33,936
New +$1.73M 0.13% 88

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greenwich Wealth Management's JPM Position: Q1 2026 in Review

Greenwich Wealth Management increased its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, buying an estimated $76.5K and bringing the position to 13,184 shares worth $3.88M. The position accounts for 0.16% of the portfolio, ranked #76.

Greenwich Wealth Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.17M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Greenwich Wealth Management held 13,184 shares of JPMorgan Chase worth $3.88M as of Q1 2026.
  • Greenwich Wealth Management bought 252 JPMorgan Chase shares in Q1 2026, an estimated $76.5K.
  • JPMorgan Chase made up 0.16% of Greenwich Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Greenwich Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Greenwich Wealth Management's JPMorgan Chase position peaked at $4.17M in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.